See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,326 | $73,933-61.7% | $96,683-70.7% | $75,163-62.3% |
| Participation rate | 69.2% | 66.4%+2.8pp | 74.3%-5.1pp | 67.2%+2.0pp |
| Annual return | 7.74% | 26.70%-19.0pp | 35.69%-28.0pp | 160.62%-152.9pp |
| Employer contribution / active EE | $780 | $2,928-73.4% | $3,737-79.1% | $2,670-70.8% |
| Participant deferral / active EE | $1,926 | $3,659-47.4% | $4,878-60.5% | $4,125-53.3% |
| Admin fee / account holder | $8,051 | $5,216+54.3% | $6,730+19.6% | $5,651+42.5% |